Retirement Group’s WisdomTree US MidCap Dividend Fund DON Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $90.6K | Buy |
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|
2023
Q4 | $84.5K | Buy |
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|
2023
Q3 | $75.6K | Buy |
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|
2023
Q2 | $77.4K | Sell |
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|
2023
Q1 | $76K | Buy |
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|
2022
Q4 | $76K | Buy |
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|
2022
Q3 | $0 | Sell |
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|
2022
Q2 | $73K | Sell |
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|
2022
Q1 | $93K | Buy |
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|
2021
Q4 | $97K | Hold |
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|
2021
Q3 | $102K | Buy |
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|
2021
Q2 | $77K | Hold |
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|
2021
Q1 | $74K | Hold |
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|
2020
Q4 | $64K | Hold |
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|
2020
Q3 | $53K | Hold |
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|
2020
Q2 | $52K | Buy |
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|
2019
Q4 | $70K | Buy |
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